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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,952 | $45,566-73.8% | $64,105-81.4% | $59,633-80.0% |
| Participation rate | 61.9% | 60.2%+1.7pp | 68.2%-6.3pp | 68.7%-6.8pp |
| Annual return | 2.54% | 4.95%-2.4pp | 791.24%-788.7pp | 2041.40%-2038.9pp |
| Employer contribution / active EE | $157 | $934-83.2% | $1,820-91.4% | $2,203-92.9% |
| Participant deferral / active EE | $523 | $2,057-74.6% | $2,822-81.5% | $3,192-83.6% |
| Admin fee / account holder | $868 | $3,268-73.4% | $4,499-80.7% | $4,297-79.8% |